In October, we updated the Policy Quick Search field filter and added new date filters to the Commission History and Agent Statement Settings.
10/23/2023 - General maintenance
New searchable field added to Policy Quick Search
New date filter added to Agent Statement Settings (Commission Module)
10/9/2023 - General maintenance
10/23/2023 - General maintenance
New searchable field added to Policy Quick Search
The ‘Holder Name’ field is available as a grid column on the Policy Quick Search page, so we added it to the field filter dropdown as well. With this update, you can now filter Policies by Holder Name.
New date filter added to Agent Statement Settings (Commission Module)
With this update, you can now limit your Agent Statement Users to only have visibility to statements starting on a specific date.
10/9/2023 - General maintenance
General updates
- To improve searchability and page loading time, we added a new date range filter to the Commission History. This filter defaults to the most recent 6 months, but you will also have the option to show the last 12 months or “all”.
- For clarity, we changed the label of the “Viewing” filter to “Search category”. This update was made to Groups and Individuals only.